William P. Deuchler

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CRD#: 1907918

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Philip Deuchler, who also goes by Bill Philip Deuchler, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1994. William had worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Philip Deuchler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Winter Park Police Pension Board; Winter Park, FL; Investment-Related; Since 11/2016; Elected Trustee Volunteer; Administration of Police Pension Plan; Duties include overseeing administration of the pension plan and making investment decisions for the portfolio; Devote 1.5 hrs/mo to this activity. 2.) Friends of Casa Feliz, a 501(c)(3); Winter Park FL.; Investment-Related; Since 11/2015; Board Member & Treasurer; Promotion of Historic Preservation; Oversee the organization and the finances as well as make investment decisions for the endowment portfolio and is an authorized signer for the account; Devote 1.5 hrs/mo to this activity. 3.) Associate, CNL Educational Institute, LLC 4) Private Director's Association (non-profit) Committee Member-Assist in developing best board practices for PE and portfolio companies 5) Orlando Museum of Art-Finance Committee member overseeing OMA endowment establishing and monitoring compliance with the Investment Policy Statement

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 22, 2021 - July 6, 2022

CNL EDUCATIONAL INSTITUTE, LLC

RIA

CRD#: 175137

ORLANDO, FL

Past

June 10, 2020 - July 5, 2022

CNL SECURITIES CORP.

CRD#: 10356

ORLANDO, FL

Past

January 17, 2018 - October 9, 2020

MORGAN CREEK CAPITAL MANAGEMENT, LLC

RIA

CRD#: 138401

Winter Park, FL

Past

September 25, 2017 - June 4, 2020

MORGAN CREEK CAPITAL DISTRIBUTORS, LLC

CRD#: 154377

CHAPEL HILL, NC

Past

August 12, 2014 - February 11, 2015

BPV RESOURCES, LLC

RIA

CRD#: 151994

ORLANDO, FL

Past

November 5, 2010 - February 27, 2014

BPV RESOURCES, LLC

RIA

CRD#: 151994

ORLANDO, FL

Past

July 19, 1999 - June 20, 2003

LBMZ SECURITIES, INC.

CRD#: 7874

CHICAGO, IL

Past

January 2, 1996 - April 8, 1998

BLACKROCK EXECUTION SERVICES

CRD#: 39438

NEW YORK, NY

Past

June 1, 1994 - January 2, 1996

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CNL EDUCATIONAL INSTITUTE, LLC

CNL EDUCATIONAL INSTITUTE, LLC | CNL ENERGY FUND ADVISORS, LLC

CRD#: 175137 / SEC#: 801-81051

RIA

Registered Investment Advisory firm - (2/27/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/11/2017

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/17/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/31/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/25/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/31/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/9/1998

Investment Company Products/Variable Contracts Principal Examination

Current Firm

CNL EDUCATIONAL INSTITUTE, LLC

CNL EDUCATIONAL INSTITUTE, LLC | CNL ENERGY FUND ADVISORS, LLC

CRD#: 175137 / SEC#: 801-81051

RIA

Registered Investment Advisory firm - (2/27/2015 Approved)

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Contact information

Main Address

450 S. Orange Ave. Suite 1400, Orlando, FL 32801

Mailing Address

P.o. Box 4920, Orlando, FL 32902-4920

Phone number

(407) 540-2541

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Red Flags

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William P. Deuchler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CNL SECURITIES CORP.

MORGAN CREEK CAPITAL MANAGEMENT, LLC

MORGAN CREEK CAPITAL DISTRIBUTORS, LLC

BPV RESOURCES, LLC

BPV RESOURCES, LLC

LBMZ SECURITIES, INC.

BLACKROCK EXECUTION SERVICES

WELLS FARGO SECURITIES INC.

Primary Firm SEC Registration

CNL EDUCATIONAL INSTITUTE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/11/2017

Series 65

Date: 9/17/2010

Series 63

Date: 5/31/1994

SIE

Date: 10/1/2018

Series 7

Date: 9/25/2017

Series 6

Date: 5/31/1994

Series 26

Date: 1/9/1998

Current Firm

CNL EDUCATIONAL INSTITUTE, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Red Flags

Company Information

CNL EDUCATIONAL INSTITUTE, LLC

TRUST BUT VERIFY

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